Author: Kaaren Hall

Stock Market Got You Down? Americans are taking control of their retirement by moving it out of the stock market and into alternative assets.  Thanks…

The mortgage finance industry is experiencing significant upheaval following the recent dismissal of top executives at Freddie Mac and the Federal Housing Finance Agency (FHFA).…

Many investors use self-directed retirement accounts to invest in real estate, leveraging the tax advantages of IRAs or Solo 401(k)s to build wealth through rental…

What Is a Missing Participant? A missing participant is an account holder in a retirement plan (including a Self-Directed IRA) who cannot be located or…

Trump’s Proposed Sovereign Wealth Fund: A Viable Alternative to the 401(k)? On February 3, 2025, President Donald J. Trump signed an executive order directing the…

Saving for retirement isn’t just about securing your future—it can also provide significant tax benefits today. Whether you contribute to an employer-sponsored 401(k), a Self-Directed…

Church retirement plans, known as 403(b)(9) plans, are specialized retirement savings vehicles tailored to meet the unique needs of churches and their affiliated organizations. These…

If you’re investing passively in syndications, you’re no stranger to K-1s, multi-state filing requirements, and the ongoing discussion about bonus depreciation. While these topics may…

Planning for a secure and comfortable retirement involves building multiple layers of income to ensure financial stability throughout your post-working years. Diversifying income sources helps…

Younger generations, particularly Millennials and Gen Z, are increasingly allocating portions of their retirement savings into cryptocurrencies. This shift is driven by the allure of…

Rolling over your Thrift Savings Plan (TSP) into a Self-Directed Individual Retirement Account (SDIRA) can offer greater investment flexibility, allowing you to diversify your retirement…

Cunningham v. Cornell University: What It Means for Prohibited Transactions in ERISA Plans This week, the Supreme Court tackled a case that could have big…

Why So Many Baby Boomers Are Continuing to Work During Their Golden Years Retirement has long been associated with leisure, relaxation, and the chance to…

50 Years of ERISA Fifty years ago, ERISA, the Employee Retirement Income Security Act of 1974, changed the game for retirement savings. It was the…

The Proposed Future of Accredited Investor Status: What Self-Directed Retirement Investors Should Know With the new presidential administration and the appointment of Paul Atkins as…

Take Control of Your Financial Future with A BiggerPockets Guide: Self-Directed IRA Investing by Kaaren Hall Are you ready to take charge of your retirement…

Retirement planning is an essential part of financial well-being, yet many Americans find themselves uncertain about how much they should have saved. To better understand…

Investing in real estate syndications with your IRA can be a powerful strategy to build wealth, diversify your portfolio, and secure your financial future. Syndications—where…

The phenomenon of “boomerang children”—adult offspring returning to live with their parents—has become increasingly prevalent in recent years. While this arrangement can offer temporary relief…

Self-directed retirement investing offers powerful advantages for individuals seeking to build wealth and secure their financial future. By taking control of your retirement accounts and…